云服务出海东盟的“腾讯样本”：懂本地、建信任、超预期

Core Insights - Southeast Asia is experiencing a digital transformation and AI wave, leading to increased competition among cloud service providers [2][11] - The public cloud market in Southeast Asia is projected to grow from $6 billion to $30 billion by 2030, driven by digitalization in various sectors [3] - Local cloud providers are gaining traction due to their competitive pricing and tailored services compared to traditional Western giants [4][7] Group 1: Market Dynamics - Major international cloud providers like Amazon, Microsoft, and Google hold nearly 80% of the market share in Southeast Asia [5] - Local companies are increasingly migrating to public cloud solutions to reduce costs and improve efficiency, supported by government policies [3][10] - The demand for cloud services is expected to surge as organizations adopt AI and machine learning for data analysis and business forecasting [11] Group 2: Competitive Landscape - Tencent Cloud has established a presence in Thailand and Indonesia, securing significant projects with local giants like CP AXTRA and GoTo [6][7] - The company differentiates itself by offering PaaS services that cater to local business needs, unlike traditional IaaS models [7][10] - The lack of technical talent in Thailand presents challenges for cloud service delivery, but also creates opportunities for providers to offer comprehensive support [8][10] Group 3: Future Outlook - The AI revolution is seen as a key driver for the next phase of growth in the cloud market in Thailand [11] - Local enterprises are increasingly recognizing the value of cloud solutions, leading to a shift from private to public cloud infrastructures [3][4] - The engineering talent shortage in Thailand may limit the scalability of cloud services, but the demand for creative solutions remains high [8][10]